Hints and tips:
...facto central bank, the Hong Kong Monetary Authority, this month hosted a finance conference attended by 300 senior financiers from global companies, including Goldman Sachs’s David Solomon and Morgan Stanley...
...Aon Q3, AutoNation Q3, Chevron Q3, Colgate-Palmolive Q3, Danske Bank Q3, Electrolux Q3, Eni Q3, EquinorQ3, ExxonMobil Q3, Holcim Q3, Hitachi Q2, IAG Q3, NatWest Group Q3, Nomura Q2, Rémy Cointreau H1, Stanley...
...She joins from Perkins Coie....
...To close it off, we have TS Lombard’s Dario Perkins on things that definitely won’t happen in 2023 (#timestamp). Feel free to include links to other research we might have missed in the comments....
...He joins from Perkins Coie....
...(Construction Physics) — The smash and grab of Kroger-Albertsons (BIG by Matt Stoller) — RNS watch: Naked Wines does its post-Covid pivot; Dunelm’s in line; Travis Perkins is a bit cautious; Jupiter says...
...There is, as Dario Perkins, an economist at research group TS Lombard, put it, “a tug of war between fiscal and monetary policy.”...
...Seth Carpenter, who spent 15 years at the Fed and is now the global chief economist at Morgan Stanley, says that most central banks are getting near their peak policy rates, one that is likely to cause a...
...Smart reads Underdog story Melanie Perkins was rejected by 100 venture capital firms before her design platform Canva became a $26bn business....
...Chris is Chris Perkins, the president of crypto outfit Coinfund (and running Citi’s clearing unit in the pandemic turmoil)....
...Analysts at Morgan Stanley believe Wall Street’s consensus forecasts for the June quarter of $86.7bn (a rise of 6 per cent year on year) “seems high” given chief executive Tim Cook’s typical caution when...
...Venture capital firm Kleiner Perkins has promoted investors Annie Case and Josh Coyne to partner....
...The online fashion retailer said it had made a strong start to its financial year following the integration of the Dorothy Perkins, Wallis and Burton brands and the relaunch of the Debenhams website....
...The Stanford University spinout is backed by a long list of luminaries, including Bill Gates, Khosla Ventures, Kleiner Perkins and, crucially, Volkswagen....
...Briefly Boohoo confirmed it is in talks with the administrators of Philip Green’s Arcadia retail empire to buy the Dorothy Perkins, Wallis and Burton brands....
...And as Dario Perkins, head of global macroeconomics of TSLombard, points out, the leadership of the global economy does not change hands often....
...The story follows Bloomberg reporting last Tuesday that IAG had brought in Goldman Sachs and Morgan Stanley for a review of strategy and liquidity needs....
...To non results sellside, and BAT’s upgraded at Morgan Stanley in a sector note, which also downgrades Unilever....
...Her mother Maggie (Kathleen Rose Perkins) is busy-slash-indifferent. “You’re making me look like a bad mom!” Pause. “And I’m a good mom!”...
...US unemployment claims leapt to 3.3m between March 15 and March 22, and Morgan Stanley analysts predict that the next report will show an even heavier toll of almost 4.5m....
...could be a long-term drag on Publicis’ growth, Morgan Stanley said....
...Sellside stories ● Merrill Lynch upgraded Travis Perkins , the builders’ merchant, to “buy” from “underperform” with a £17 target price....
...But as Dario Perkins at TS Lombard highlights: “Europe, Japan and China still lack compelling growth catalysts....
...Also out on Tuesday are updates from FTSE 100 group Ashtead and FTSE 250 company Travis Perkins....
...Morgan Stanley’s not keen on Aggreko because it’s too old-economy: The economics for temporary power are not broken and a de-risked receivables book is reassuring....
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